Monthly Archives: January 2013

vodafone

UK Dividend Funds: Exhibit A but no Vodafone!

At times WealthiFi feels like an armchair driver and that is a fair accusation. However, we are not afraid to highlight the players who actually deliver.

January 31st, 2013 by

Funds

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amazon

Amazon or amazing faith?

We have written previously on Amazon. It’s a company valued at $120 billion and was forecast to earn less than $1 billion in 2012. Yep, that’s right folks, on that profitability you’ll be waiting approximately 120 years…

January 29th, 2013 by

Technology

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surf

Dow Jones at five year high…..catch the wave?

Five year highs for US equities tonight, big demand in 5 year US Treasury auction, house builder DR Horton doubles earnings and energy refiner Valero sees profits increase 20-fold on guess what….cheaper crude oil supplies.

January 29th, 2013 by

Editorial

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muppet

Time for a re-think or a rate cut in austerity Europe?

Europe is in the middle of an austerity drive to satisfy its bankers but are we reaching a tipping point where citizens demand some evidence of actual success?  

January 29th, 2013 by

Debt

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poker

Investing, like poker, must have an avoidance strategy….

Just saw a cracking few quotes from Ray Dalio the chief of  the world’s biggest hedge fund, Bridgewater, which look very appropriate for the current market environment.

January 29th, 2013 by

Editorial

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eurojpy

Chart for Today: Euro looks luxurious versus Yen!

Of course the Yen/USD currency rate captures most of the headlines and a 13% devaluation since November deserves it. However, spare a thought for the Yen/euro exchange rate which has moved by a whopping 18% in the same period.

January 29th, 2013 by

Quality Franchises

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fredcheers

There’s lots of good news in markets today…but not for bonds!

We are not convinced the “great rotation” is as pronounced as the financial headlines suggest on fund flows but the news today will help.

January 28th, 2013 by

Style & Sector Trends

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Japan Rocket

Which developed market is up 80% in 8 months?

Did you know one stock market index in a developed economy is up 80% in just 8 months? We didn’t, but thanks to analysts at Societe Generale and eagle-eyed Clusterstock we got a heads up. Still guessing?

January 28th, 2013 by

Value

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bondkill

Whoops….another week of bonds killing equities in fund flows!

The “great rotation” has a lovely ring about it and has featured in plenty of early year financial headlines but was it just a January one week wonder?

January 26th, 2013 by

Funds

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applefear

Apple loses a Deutsche Bank from its valuation!

Apple’s results, despite our gut feel, disappointed the market. And disappointment has a new valuation.

January 24th, 2013 by

Value

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